Supermicro (SMCI): financials, SEC filings and peers
Supermicro (SMCI) is a technology hardware, storage & peripherals company in the Information Technology sector of the S&P 500, headquartered in San Jose, California.
It was founded in 1993 and joined the S&P 500 on March 18, 2024.
Its fiscal year ends in June, and its shares trade on the Nasdaq.
In its SEC filings it is classified as “Electronic Computers”.
Supermicro at a glance
- Revenue (12 months)
- $54.0B
- Revenue growth
- +156.5%
- Operating margin
- 8.6%
- Net income (12 months)
- $3.7B
- Free cash flow (12 months)
- −$6.5B
- Cash
- $6.9B
- Debt
- —
- Diluted EPS (12 months)
- $4.74
Twelve months to September 30, 2026, from the 10-Q filed November 6, 2026.
Latest twelve months
Over the twelve months to September 30, 2026, Supermicro reported revenue of $54.0 billion, up a strong 156.5% from $21.1 billion a year earlier.
Its operating margin was 8.6%, up 4.2 percentage points from a year earlier: for every $100 of sales, about $9 was left as operating profit.
Net income was $3.7 billion (6.8% of revenue), 361.2% higher than a year earlier.
Operating cash flow was −$6.3 billion and capital spending $171 million, leaving free cash flow of −$6.5 billion (-12.0% of revenue).
At the end of the period it held $6.9 billion in cash and not reported in debt, a net cash position of $6.9 billion.
The diluted share count rose 13.0% in a year, which dilutes existing shareholders.
Five-year trend
- Revenue went from $3.6 billion in fiscal 2021 to $39.1 billion in fiscal 2026, about 61.5% a year.
- Revenue has grown for 5 fiscal years in a row.
- Operating margin widened from 3.5% to 7.1% over the same years.
- Free cash flow was negative in 3 of the last 6 fiscal years.
| Fiscal year | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|
| Revenue | $5.2B | $7.1B | $15.0B | $22.0B | $39.1B |
| Revenue growth | 46.1% | 37.1% | 110.4% | 46.6% | 77.8% |
| Operating margin | 6.5% | 10.7% | 8.1% | 5.7% | 7.1% |
| Net income | $285M | $640M | $1.2B | $1.0B | $2.2B |
| Free cash flow | −$486M | $627M | −$2.6B | $1.5B | −$7.0B |
| Diluted EPS | $0.53 | $1.14 | $1.92 | $1.68 | $3.26 |
Fiscal years as reported in Supermicro’s 10-K filings. Free cash flow is operating cash flow minus capital spending.
Recent SEC filings
- 10-Q filed November 6, 2026 — quarterly report
- 8-K filed November 3, 2026 — Earnings results; Other event
- 8-K filed October 20, 2026 — Earnings results
- 8-K filed October 15, 2026 — Executive or director change
- 8-K filed October 8, 2026 — Executive or director change
- 10-K filed August 31, 2026 — annual report
- 8-K filed August 11, 2026 — Earnings results
- 8-K filed August 5, 2026 — Other event
Companies like Supermicro
Other S&P 500 companies in Technology Hardware, Storage & Peripherals:
- AAPLApple Inc.Cupertino, California
- DELLDell TechnologiesRound Rock, Texas
- HPEHewlett Packard EnterpriseHouston, Texas
- HPQHP Inc.Palo Alto, California
- NTAPNetAppSan Jose, California
- PEverpureSanta Clara, California
- SNDKSandiskMilpitas, California
- STXSeagate TechnologyDublin, Ireland
More from Information Technology
Questions about Supermicro
Is Supermicro's revenue growing?
Yes. Revenue for the twelve months to September 30, 2026 was $54.0 billion, up 156.5% from a year earlier, according to its SEC filings.
Is Supermicro profitable?
Yes. It earned $3.7 billion in net income over the twelve months to September 30, 2026, a net margin of 6.8%.
When did Supermicro last file financial results?
Its latest quarterly report (10-Q) was filed with the SEC on November 6, 2026.
Which companies are similar to Supermicro?
In the S&P 500, Supermicro is grouped in Technology Hardware, Storage & Peripherals within the Information Technology sector. Apple Inc. (AAPL), Dell Technologies (DELL), Hewlett Packard Enterprise (HPE), HP Inc. (HPQ), NetApp (NTAP) are in the same group.
Understand the numbers
Source: Supermicro’s filings with the U.S. Securities and Exchange Commission (EDGAR), retrieved November 10, 2026. Figures are as reported by the company and may be restated. This page is for information only and is not financial advice.